Empirical Wealth Management’s Dollar General DG Stock Holding History

Empirical Wealth Management’s Portfolio DG Stock Details DG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$285K	Buy	2,478 +526	+27%	+$59.8K	﹤0.01%	882
2026 Q1	$232K	Sell	1,952 -1,161	-37%	-$166K	﹤0.01%	895
2025 Q4	$413K	Buy	+3,113	New	+$347K	0.01%	587
2023 Q1	–	Sell	-1,112	Closed	-$274K	–	469
2022 Q4	$274K	Buy	1,112 +188	+20%	+$46.5K	0.01%	394
2022 Q3	$222K	Sell	924 -274	-23%	-$67.6K	0.01%	427
2022 Q2	$294K	Sell	1,198 -559	-32%	-$130K	0.02%	391
2022 Q1	$391K	Sell	1,757 -798	-31%	-$170K	0.02%	360
2021 Q4	$603K	Sell	2,555 -541	-17%	-$119K	0.03%	306
2021 Q3	$657K	Sell	3,096 -874	-22%	-$197K	0.04%	246
2021 Q2	$859K	Buy	3,970 +847	+27%	+$178K	0.05%	208
2021 Q1	$633K	Sell	3,123 -1,092	-26%	-$217K	0.05%	217
2020 Q4	$886K	Buy	4,215 +1,302	+45%	+$278K	0.07%	165
2020 Q3	$611K	Buy	+2,913	New	+$573K	0.05%	185

Other funds holding DG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Empirical Wealth Management's DG Position: Q2 2026 in Review

Empirical Wealth Management increased its Dollar General (DG) stake by 27% in Q2 2026, buying an estimated $59.8K and bringing the position to 2,478 shares worth $285K. The position accounts for ﹤0.01% of the portfolio, ranked #882.

Empirical Wealth Management first reported a position in DG in Q3 2020 and has held it in 13 quarters since. The position peaked at $886K in Q4 2020. 777 funds tracked by Wall St. Rank hold DG as of Q2 2026.

Empirical Wealth Management held 2,478 shares of Dollar General worth $285K as of Q2 2026.
Empirical Wealth Management bought 526 Dollar General shares in Q2 2026, an estimated $59.8K.
Dollar General made up ﹤0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #882 holding.
Empirical Wealth Management first reported a position in Dollar General in Q3 2020 and has held it in 13 quarters since.
Empirical Wealth Management's Dollar General position peaked at $886K in Q4 2020.
777 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.